Claristation
FOR FINANCIAL ADVISORS

Daily content that sounds like the advisor your clients actually trust.

No fear-based hooks. No "hot picks." Just calm, compliant posts in your voice — for the kind of client who reads them and quietly books a meeting.

$99 / month Independent advisors and small firms Cancel anytime

Most financial content is designed to scare.

Recession porn. Tax-loss-harvest panic. The same five "is your portfolio safe?" hooks. Clients who chase that content are the clients who churn at the first downturn.

Fear-based content brings you the wrong clients.

The advisor who quietly compounds wealth for thirty years doesn't do it by sounding scared. But the algorithm rewards scared. So most advisors stop posting.

Boring portfolios. Boring contributions. Boring wins.

We learn your investment philosophy, your typical client profile, your firm's compliance constraints. Then we post — calmly, daily, in your voice.

Written in your voice.

We learn the words you use and the words you would never let cross your feed.

Designed in your style.

Every carousel and video honors your aesthetic — typography, palette, mood.

Tuned to your audience.

Posts are calibrated to the kind of person you actually want to attract.

Published quietly.

TikTok today. Instagram, LinkedIn, Facebook, YouTube Shorts rolling out.

The whole workflow

Three steps. The third one is us.

01

Fifteen minutes with us

We learn what you do, who you do it for, and how you talk about it. A short call, a few reference photos. That's the whole onboarding.

02

A draft lands in your inbox every morning

Caption, carousel or short video, ready before your first coffee.

03

Approve, refine, or skip

One click and we publish. Tweak a word and we learn it for next time.

The fifteen minutes that change everything

The fifteen minutes that decide everything.

A few of the questions we'll ask you:

  1. Q01 What's your firm structure (RIA, fee-only, hybrid)?
  2. Q02 What kinds of clients do you serve best (high-net-worth, pre-retirement, founders, etc.)?
  3. Q03 What's your investment philosophy in one sentence?
  4. Q04 What advice do you give that most advisors don't?
  5. Q05 What words/topics are off-limits per your compliance review?
  6. Q06 Are there specific regulations we should know about (FINRA, state, etc.)?
"It's the only fifteen minutes of marketing 'work' I've done in six months. And I haven't missed a day of posting."
— A therapist, three months in
What we'd write for financial advisors

Six financial advisors. Six voices. One platform.

Six samples Claristation generated for working professionals in this space. Tap through each carousel. Notice how different each one sounds — and looks.

Slide 1
Most financial advice is designed to scare you.
Independent fee-only RIA

I won't ever pitch you a "hot" anything. That's not the job.

Navy, cream, and soft gold. Editorial seal. No charts.

Slide 1
The most expensive thing a small-business owner does is wait until April to think about taxes.
Tax + small business

I tell clients in their first meeting: my goal is for tax season to be the least eventful month of your year. We get there by treating January through October as the actual work.

Cream and ink. Hand-set serif. Subtle ledger-line motif.

Slide 1
The hardest financial conversation in your life isn't about your money.
Estate planning

The estate plans I'm proudest of were the ones we built five years before they were needed. The conversation gets harder every year you wait.

Deep blues and cream. Spacious, dignified.

Slide 1
You don't need a financial advisor in your twenties.
Young professionals

When a twenty-five-year-old asks me to manage their money, I say no. I tell them what to do. They can hire me later when there's actually something to manage. Most of them don't need to.

Dark mode. Narrow column. Atlantic-at-night editorial.

Slide 1
Retirement isn't a date. It's a portfolio of permissions.
Pre-retirement

I have clients who 'retire' at fifty-five and work harder than ever, just on what they want. I have clients who retire at seventy and finally rest. Both are right.

Warm sepia. Hands at a desk. A teacup. A small notebook.

Slide 1
Crypto. Real estate syndications. Pre-IPO. Your neighbor's deal.
Anti-FOMO

I keep a folder of clients who 'just had to' get into something five years ago. Updating it is the cheapest marketing I have. I don't have to be right loudly. I just have to be patient.

Sage and cream. Soft watercolor. Restrained.

The time math

Two hours of compliance-cautious drafting, or two more client reviews.

Advisors we work with spend about ten minutes a week reviewing posts. The compliance load drops; the consistency goes up.

Without With Claristation
Brainstorming post ideas ~2 hrs/week 0
Writing captions ~3 hrs/week 0
Designing visuals ~4 hrs/week 0
Editing slideshows / videos ~3 hrs/week 0
Scheduling + publishing ~2 hrs/week 0
Reviewing what we drafted 0 ~35 min/week
Total ~14 hrs/week ~35 min/week

Thirteen hours back. Every week. About six hundred hours a year.

What would you do with six hundred hours?

Fire your agency.

What you'd pay elsewhere Per month
Boutique social agency $2,500 – $8,000
In-house social media manager $3,500 – $6,000
Freelance content creator $1,500 – $3,500
Claristation $99

No tiers. No "Pro" upsells. No per-platform fees. If it doesn't work in fourteen days, we refund you.

Pricing

Pricing.

$99 / month
  • One post a day, every day
  • Published to every platform you connect (TikTok, Instagram, Facebook, LinkedIn, YouTube Shorts as they roll out)
  • A mix of carousels and short-form video
  • Your voice, your aesthetic, your audience
  • The fifteen-minute onboarding, included
  • Dashboard for previewing, editing, pausing, or scheduling
  • Unlimited brand tweaks. Your voice gets sharper as we learn
  • 14-day refund if it's not working
  • Cancel any time
Start your first month

No tiers. No "Pro" upsells. No per-platform fees.

Common questions

The things people ask first.

Will posts be compliance-reviewed?

Yes. You approve every post before publish, and we never make specific investment recommendations or claim returns. Your compliance officer reviews the system before launch.

What about FINRA-regulated channels?

We follow the same rules you do. The dashboard maintains a permanent record of every post for audit purposes.

Is this just ChatGPT in a wrapper?

No. ChatGPT writes for everyone. We write for you — because we spend the first fifteen minutes learning who you are, then we tune the model with that context every time it writes. Same engine. Very different output.

Will my followers know it's AI?

They'll know it sounds like you, because it does. We don't try to fool anyone. We just produce content that's actually true to your voice, your work, and the people you serve. We're also transparent about AI-generated imagery and follow each platform's disclosure rules.

Can I edit posts before they go out?

Yes. By default, posts arrive in your dashboard the evening before. You can let them publish automatically, or hold them for review. Either way, every edit you make teaches us your voice better.

What if I hate a post?

Reply to the email with "no" or tell us why in one line. We won't make the same mistake twice.

What platforms do you publish to?

TikTok today. Instagram, Facebook, LinkedIn, and YouTube Shorts are rolling out through 2026. Every account you connect, we publish to.

How long is the onboarding really?

Fifteen minutes for the conversation. Another five to drop in three or four reference photos. That's it. You can do it on your phone, in the car, between clients.

I'm in a profession that isn't listed. Will this work?

Almost certainly yes. The system is designed around solo professionals and small businesses — not any specific industry. If we can listen to what you do, we can post about it.

What if my business changes — new specialty, new offer?

Update your brief in 30 seconds. The next post reflects it.

Do I own the content?

Every word, every image, every video. Yours.

Cancel anytime?

Anytime. One click. We won't make it hard.

What if I'm not happy with the content?

You have fourteen days to try it. If the posts aren't sounding like you by then, we refund you in full. No friction.